References are connections between different entities in your project or document management system. For example:
- Document Reference: Links other documents to the current document.
- Product Reference: Connects a product to a document.
- Folder Reference: Points to a specific folder related to the document.
- WBS Reference: Ties the document to a Work Breakdown Structure element.
- Zone Reference: Links the document to a physical or logical zone in the project.
These connections help ensure all related items are easy to find and navigate.
🖱️ How to Add a Reference
- Open the Document
- Navigate to the document you are working on.
- Select the Correct Reference Tab
- Choose between Document, Product, Folder, WBS, or Zone Reference based on your need.
- Click "+ Add Reference"
- This opens a list of available objects you can link.
- Choose the Item to Reference
- Use the search bar or filters to find the correct item.
- Save and Close
- The selected reference is now connected to your document.
📋 Reference Fields Explained
Below is an overview of the fields you will typically see when adding a reference:
Field
Description
Project
The project that owns the referenced object.
Number & Name
The identifier and name of the object you are referencing.
Category
The type of item you are referencing (e.g., Document, Product, Zone).
Status
Current status of the referenced object (e.g., Working, Approved).
Created By
Who created the object you are referencing.
Created On
When the object was created.
🔄 Why Use References?
- Easy Navigation: Jump directly to related items from one place.
- Better Traceability: Understand dependencies between documents and other project elements.
- Collaboration: Teams can quickly identify the relationships between work items.
❓ FAQ
Q: Can I reference multiple items?
Yes, you can add as many references as needed to ensure full traceability.
Q: Are references mandatory?
No, but they are recommended for projects with complex dependencies.
Q: Can I remove a reference later?
Yes, you can delete a reference if it’s no longer needed.
